Sean Richardson is a financial advisor with Equitable Advisors, holding a Series 66 designation and eight years of industry experience. He has been with Equitable Advisors since 2018, including two years when the firm operated as AXA Advisors. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, focusing on matching clients to appropriate advisory models or discretionary managers through both proprietary and third-party platforms.

Julia Mccurdy is a financial advisor at Morgan Stanley with 26 years of industry experience and holds Series 63 and Series 65 designations. She has worked at Morgan Stanley and its predecessor firms since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeled outcomes. The firm manages approximately $2.74 trillion in client assets and operates with a broad suite of retail and institutional investment services.

Walter Mcnall is a financial advisor with Primerica Advisors in Clifton Park, NY, holding a Series 63 designation and 12 years of industry experience. He has been with Primerica Advisors since 2014 and is also associated with St. Joseph's Provincial House since 2013. Outside of his advisory role, he works as a self-employed driver for Uber Technologies Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited selection of separately managed accounts for individual and high-net-worth clients. The firm uses third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee structure.

Angela Aruanna is a Series 66-licensed financial advisor with Equitable Advisors, based in Malta, NY, and has three years of industry experience. Prior to joining Equitable Advisors in 2023, her work history includes roles at the University at Albany and Small Enterprise Assistance Funds. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and utilizes third-party asset managers and advisory programs to implement client solutions.

Valerie Mosher is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. Her career includes roles at several financial firms such as Fisher Investments, Allstate Financial, and Champion Financial Services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Zachary Zaloga is a financial advisor with Morgan Stanley in Saratoga Springs, NY, holding a Series 66 designation and possessing 10 years of industry experience. He has worked with Morgan Stanley and its Private Bank division since 2015 and 2016, respectively. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning services supported by structured tools and advanced modeling techniques, managing approximately $2.74 trillion in client assets.

Todd Macejka is a CFP® professional with 28 years of experience in financial advising. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and Aurora Wealth Advisory, where he serves as CEO and President. His prior experience includes roles at Cantella & Co., Inc. and The Ayco Company/Mercer Allied Company, L.P. Macejka is a partner at Aurora Tax Advisory and serves as a member at large on the Oak Ridge Homeowners Association board. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients, offering tailored non-discretionary services that utilize risk profiling and analytical modeling to support client objectives. The firm supports a large advisor network and maintains specialized offerings in municipal advising and employer SIMPLE IRA programs.

Jay Matthews is a financial advisor at Edward Jones with 28 years of industry experience. He has held positions at Edward Jones since 2019, following previous roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Ely is a financial advisor with LPL Financial based in Saratoga Springs, NY. He holds Series 63 and Series 66 credentials and has 13 years of industry experience. His prior roles include positions at Key Investment Services LLC, KeyBank, and State Farm VP Management Corp. Ely is also a notary affiliated with NBT Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and technology-driven strategies.

Gregory Hollander is a financial advisor with Raymond James Financial Services Advisors Inc., holding a Series 66 designation and 14 years of industry experience. He has been with Raymond James since 2012 and also maintains a concurrent role at High Point Trading since 2014. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Whitney Walker is a financial advisor with LPL Financial holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2025, Whitney worked at Goldman Sachs & Co LLC for three years and KeyBank for three years. Whitney is also involved with Tennant Financial, an entity related to their LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, supported by research and model portfolios.

Nathan Phang is a financial advisor at Equitable Advisors with a Series 66 designation. He has one year of industry experience, including prior roles at Adelvia and TAG Solutions. Equitable Advisors serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a range of advisory models implemented by third-party sponsors and emphasizes matching clients to appropriate investment strategies without advertising hypothetical performance.

Warren O'Connor is a financial advisor at Edward Jones in Saratoga Springs, NY, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory work, he is associated with a family farm in Chateaugay, NY. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Christopher Nyhan is a financial advisor with Edward Jones in Burnt Hills, NY, holding a Series 63 designation and 20 years of industry experience. He has been with Edward Jones since 2005. Nyhan serves on the board of trustees for Turtle Island Trust and holds leadership roles in local community organizations, including the Burnt Hills-Ballston Lake Education Foundation and the Burnt Hills United Methodist Church investment and endowment committees. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices, and operates under a fiduciary standard.

William Jackowski Jr. is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2015. He also serves as a trustee for the Jackowski Family Trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing roughly $501 billion in assets. The firm serves diverse clients including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Daniel Tidd is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he serves as an administrator or executor of estates and trustee of trusts for family and non-family members. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm employs a range of advisory models delivered through Investment Adviser Representatives and third-party managers, offering a variety of investment products including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Colleen Hamel is a financial advisor with LPL Financial in Saratoga Springs, NY, holding a Series 63 designation and 23 years of industry experience. She has worked at LPL Financial since 2011 and has prior experience with Uvest Investment Services and Glens Falls National/Saratoga National Bank. Outside of advisory work, she is also affiliated with Mass Mutual Albany and serves in investment-related roles at Saratoga National Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Amanda Friedman is a financial advisor at LPL Financial with 13 years of industry experience. She holds the Series 63 designation and has been with LPL Financial since 2011. Outside of her advisory role, she is a business owner of Chocolate Horse Stable, a non-investment-related venture. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and a variety of portfolio strategies.

Harrison Xu is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 11 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Bank of America, N.A. and Merrill from 2015 to 2025. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers various advisory programs, financial planning, and brokerage services supported by proprietary and third-party research, with both discretionary and non-discretionary management options.

Michael Frontera is a CFP® and ChFC® with 22 years of industry experience. He is currently an advisor at Cambridge Investment Research Advisors, where he has worked since 2019. Prior to that, he spent 16 years at Equity Services Inc. In addition to his advisory role, Frontera owns Retirement Theory, through which he acts as an independent insurance agent and provides tax preparation and accounting services. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm utilizes a variety of portfolio management strategies and delivery platforms, combining proprietary models with access to unaffiliated strategists.